Personal Finance
Latest Personal Finance News
Whose Tax Plan Are We Under in 2025?
In 2025, the United States operates under the tax framework established by the 2017 Tax Cuts and Jobs Act (TCJA)…
Is It Possible for Tariffs to Replace Income Taxes?
Many questions intrigue economists and policymakers. Right now, one question is being debated more than most: Can tariffs replace income…
We Will Make $360k Combined This Year. Can We Use a Backdoor Roth Strategy to Reduce Our Taxes?
A backdoor Roth can sometimes be a good idea.The government puts income limits on who can contribute to a Roth…
What Are the Distribution Rules for Inherited IRAs?
When you inherit an individual retirement account (IRA), it comes with a set of rules that dictate how and when…
How to Build an Investment Plan for Retirement: Examples
Whether retirement is decades away or just around the corner, knowing how to build an investment plan for retirement is…
Billionaire Richard Li’s Insurer FWD Refiles For Hong Kong IPO
Hong Kong billionaire Richard Li’s insurer FWD Group announced Monday it has refiled an application to list on the Hong…
What Happens If You File an Extension But Owe Money?
Filing an extension can give you extra time to complete your tax return, typically pushing the deadline from April to…
How to File for a Tax Extension in All 50 States
Filing a state tax extension can provide extra time to prepare and submit your state tax return if you miss…
Can You Deduct Property Taxes on Your Tax Return?
When tax season rolls around, homeowners often wonder if property taxes are deductible on their tax returns. The answer is…
Can You Roll Over a 401(k) Into a 403(b) Account?
The IRS does permit rollovers between these 401(k) and 403(b) plans, allowing you to consolidate retirement savings when appropriate. However,…
